Planned Giving Officer - Deborah Heart and Lung Center : Job Details

Position Summary:

The Planned Giving Officer is a key member of the Deborah Hospital Foundation responsible for identifying, cultivating, soliciting, and stewarding donors who are interested in making planned gifts such as bequests, trusts, and other estate-related donations. This highly motivated, results-oriented individual has a strong understanding of planned giving strategies and a passion for philanthropy. Responsible for the implementation and expansion of our planned gifts program, execution of a comprehensive strategy to retain, steward, and expand the number of documented planned donors to the Foundation, active cultivation and appropriate solicitation and stewardship.

Experience

Required:

3+ years of experience in planned giving, estate planning, fundraising, or a related field.

Strong understanding of planned giving instruments, including bequests, charitable trusts, and life insurance.

Highly energetic professional with a proven track record and talent for building relationships and managing a pipeline of high-net-worth donors and successfully securing six-figure gifts.

Experience in researching prospective donors� capacity.

Ability to work independently and be self-motivated in initiating contacts with potential donors.

Strong analytic skills and experience developing successful cultivation and solicitation strategies.

Education

Required: Bachelor�s Degree in a related, e.g., non-profit management, fundraising, law.

Preferred: Master�s Degree

License and Credentials

Required: Valid Driver�s License.

Preferred: CFP, CFA or other relevant professional certifications.

Skills

Required:

Excellent written and verbal communication, interpersonal, and presentation skills.

Strong research, analytical, and problem-solving skills.

Proficiency in Microsoft Office Suite and CRM databases (e.g., Raiser's Edge,).and social media platforms.

Experience with wealth screening tools and other resources.

Knowledge of estate and tax laws related to charitable giving.

Ability to work independently and collaboratively with colleagues and peers within the Foundation and medical center leadership, as well as external partners and volunteers

Self-starter with a passion for working collaboratively with a small team

Experience with high-level donor cultivation and solicitation.

Experience with donor cultivation event planning and execution.

Affinity with the overall missions of Deborah Hospital Foundation and Deborah Heart and Lung Center

Hours: full-time 80 hours per pay period

EOE